Representative Estate and Probate Matters

Trusts and Estates

Standard Estate Plans: Have represented hundreds of clients in the preparation and funding of standard estate plans which include revocable living trusts, wills, living wills, health care powers of attorney and durable general powers of attorney.

Complex Estate Plans and Trusts: Have represented multiple high net worth individuals and families in the formation and preparation of trusts set up for the protection, preservation, and passing of wealth on to future generations with minimum tax consequences – including the preparation of dynasty trusts, irrevocable life insurance trusts, and domestic asset protection trusts.

Probate Administration: Represented surviving spouse as personal representative of multi-million-dollar estate with multiple creditor claims and probate litigation relating to those claims in the probate court – successfully settled all claims with minimum effect on estate, preserving the assets of the estate for the surviving spouse and children.

Probate Administration: Have represented multiple personal representatives in their applications for appointment as personal representative, the notification process and the have guided them through the administration, distribution, and closing of the estates.

Special Needs Trusts: Represented doctor in the preparation of a special needs trust for her special needs child – in order to allow for the preservation of assets for the benefit of the child without jeopardizing the child’s ability to receive government benefits.

Pet Trusts: Have represented many clients who desire to establish provisions in their trusts for the care of their animals.